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Taxposium 2026

Agenda

From authoritative guidance and IRS insight to future-ready strategies for automation, efficiency and advisory services, each session is built to spark ideas and deliver real-world value. The Taxposium agenda is designed to move the profession forward.

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Pre-Reg Day Day 1 Day 2 Day 3

Pre-Reg Day - Sunday, July 12

3:00 PM - 6:00 PM

Registration desk is open

Beat the morning rush and pick up your badge and event bag ahead of the first sessions. Explore the convention center and get ready for everything ahead.

Day 1 - Monday, July 13

8:00 AM - 10:15 AM

Welcome, Keynote and IRS Speaker

Taxposium opens with a high-energy kickoff designed to spark new thinking. Innovation expert and New York Times bestselling author Diana Kander will share how curiosity helps firm owners ask better questions, uncover blind spots and stay competitive in a changing profession.

Following the keynote, National Taxpayer Advocate Erin M. Collins, known as the “Voice of the Taxpayer,” joins for a special conversation on the current IRS landscape and the issues shaping the future of tax administration.

10:40 AM - 11:30 AM  |  Concurrent sessions

10:40 AM - 11:30 AM

Fixing Common Errors in a Tax Practice

JoshYoungblood_80x80
Josh Youngblood, EA, CTRS, CRETS, NTPI
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
10:40 AM - 11:30 AM

Decoding Generational Communication

NicoleDeRosa_80x80
Nicole DeRosa, CPA, MAcc
1 CPE for CPA
Overview
10:40 AM - 11:30 AM

Maximizing Real Estate Tax Savings Through Cost Segregation

Chris Streit
Chris Streit
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
10:40 AM - 11:30 AM

To be announced

10:40 AM - 11:30 AM

To be announced

11:50 AM - 12:40 PM  |  Concurrent sessions

11:50 AM - 12:40 PM

Farm Tax Strategies

PennyWadeSmith_80x80
Penny Wade Smith, EA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
11:50 AM - 12:40 PM

Tax Planning for High-Income Individuals

RajPrashad
Raj Prashad, CFP®, EA, ChFC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
11:50 AM - 12:40 PM

Foreign Asset Reporting and IRS Enforcement

ParagPatel
Parag Patel, Esq.
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
11:50 AM - 12:40 PM

Influencer Tax Strategies and Audit Risks

MaritBurmood
Marit Burmood, EA, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
11:50 AM - 12:40 PM

When Clients Get Creative and Ethics in Practice

PeterHaukebo
Peter Haukebo, Esq.
RebeccaSheppard
Rebecca Sheppard, JD
1 CPE for AFSP, EA, CPA, CRTP
Overview
11:50 AM - 12:40 PM

To be announced

Monday, July 13, 2026 | 12:40 PM - 2:00 PM

Lunch on your own

There are several great options located around the convention center. See the event app for recommendations.

2:00 PM - 3:40 PM | Concurrent sessions

2:00 PM - 3:40 PM

A Military Case Study

MariFries
Mari Fries, EA, CFP®, AFC®
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
2:00 PM - 3:40 PM

The Small-Firm Operating System

Aaron Siegel, MBA, EA
Aaron Siegel, MBA, EA
2 CPE for CPA
Overview
2:00 PM - 3:40 PM

When One Entity Just Won't Do

KellyBender
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
2:00 PM - 3:40 PM

Everything Roth IRAs

LawrencePon
Lawrence Pon, CPA, CFP®, PFS, EA, USTCP, AEP
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
2:00 PM - 3:40 PM

Ethics as a Competitive Advantage

JaredFoos
Jared Foos, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
2:00 PM - 3:40 PM

To be announced

4:15 PM - 5:05 PM | Concurrent sessions

4:15 PM - 5:05 PM

Managing IRMAA and Medicare Premium

LawrencePon
Lawrence Pon, CPA, CFP®, PFS, EA, USTCP, AEP
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic level
4:15 PM - 5:05 PM

Tax Strategies Every Entrepreneur Should Know

AdamWilliams
Adam Williams, JD
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
4:15 PM - 5:05 PM

Practical Guide to Offer in Compromise

MichaelKoeppel
Michael Koeppel, CTP, CPA, CITP, CFF, ABV, CGMA
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
4:15 PM - 5:05 PM

Mastering a Niche and Growing a Specialized Practice

Chris Picciurro, CPA, CFE, EA
Chris Picciurro, CPA, CFE, EA
1 CPE for CPA
Overview
4:15 PM - 5:05 PM

To be announced

4:15 PM - 5:05 PM

To be announced

5:15 PM - 7:30 PM

Welcome Reception

Celebrate the start of Taxposium with cocktails, mocktails, appetizers and great conversation in the Expo Hall. A live DJ, music from Rock & Roll Hall of Fame artists and time to connect with exhibitors bring a touch of Cleveland’s rock spirit to the evening.

Day 2 - Tuesday, July 14

8:15 AM - 9:15 AM

To be announced

9:30 AM - 10:20 AM | Concurrent sessions

9:30 AM - 10:20 AM

Defending Your Tax Firm from Cyber Threats

JatinNarang
Jatin Narang
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
9:30 AM - 10:20 AM

Building Stronger Tax and Bookkeeping Partnerships

NancyMcClelland
Nancy McClelland, CPA
1 CPE for CPA
Intermediate level
9:30 AM - 10:20 AM

The Build or Buy Decision for Tax Professionals

MaritBurmood
Marit Burmood, CPA
ChrisPicciurro
Chris Picciurro, CPA, CFE, EA
AJReynolds
A.J. Reynolds, EA
1 CPE for CPA
Overview
9:30 AM - 10:20 AM

Over-the-Road Drivers

Kathy Morgan, EA, USTCP, AATPR
Kathy Morgan, EA, USTCP, AATPR
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
9:30 AM - 10:20 AM

To be announced

9:30 AM - 10:20 AM

To be announced

9:30 AM - 10:20 AM

To be announced

11:15 AM - 12:05 PM | Concurrent sessions

11:15 AM - 12:05 PM

From Burnout to Balance

Marquita Miller Joshua, EA, CSP
Marquita Miller Joshua, EA, CSP
1 CPE for CPA
Overview
11:15 AM - 12:05 PM

Maximizing Profitability and Rightsizing Strategies

AmandaAguillard
Amanda Aguillard, CPA
1 CPE for CPA
Overview
11:15 AM - 12:05 PM

Advisory Opportunities with Reasonable Compensation

NancyMcClelland
Nancy McClelland, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
11:15 AM - 12:05 PM

A Tax Professional's Guide to Trump Accounts

AJReynolds
A.J. Reynolds, EA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
11:15 AM - 12:05 PM

When Clients Get Creative and Ethics in Practice

PeterHaukebo
Peter Haukebo, Esq.
RebeccaSheppard
Rebecca Sheppard, JD
1 CPE for AFSP, EA, CPA, CRTP
Overview
11:15 AM - 12:05 PM

To be announced

12:05 PM - 1:35 PM

Lunch provided

1:35 PM - 3:15 PM | Concurrent sessions

1:35 PM - 3:15 PM

Rental Property with Deep Dive Short-Term Rental

AJReynolds
A.J. Reynolds, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

The 2026 One Big Beautiful Bill Act Changes

ShannonHall_80x80
Shannon Hall, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
1:35 PM - 3:15 PM

Multi-Member to Single-Member LLC

KurtBollman
Kurt Bollman, CPA, CVA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

Ethics as a Competitive Advantage

JaredFoos
Jared Foos, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

To be announced

1:35 PM - 3:15 PM

To be announced

3:30 PM - 4:20 PM | Concurrent sessions

3:30 PM - 4:20 PM

AI Leadership in Tax

DayaNaef
Daya Naef, JD, ACC, CAIO
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
3:30 PM - 4:20 PM

Making the Leap from Schedule C to S-Corp

Raj Prashad, CFP®, EA, ChFC
Raj Prashad, CFP®, EA, ChFC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
3:30 PM - 5:10 PM

The 2026 One Big Beautiful Bill Act Changes

ShannonHall
Shannon Hall, EA
2 CPE for AFSP, EA, CPA, CRTP
Update
3:30 PM - 5:10 PM

When One Entity Just Won't Do

KellyBender
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
1:35 PM - 3:15 PM

To be announced

1:35 PM - 3:15 PM

To be announced

4:40 PM - 5:30 PM | Concurrent sessions

4:40 PM - 5:30 PM

Women Shaping the Future of Tax Leadership

NicoleDeRosa
Nicole DeRosa, CPA, MAcc
1 CPE for CPA
Overview
4:40 PM - 5:30 PM

Practical AI Workflows for Small Firms

DavidHaase
David Haase, CPA, MBA
1 CPE for CPA
Intermediate level
3:30 PM - 5:10 PM

The 2026 One Big Beautiful Bill Act Changes (continued)

ShannonHall
Shannon Hall, EA
2 CPE for AFSP, EA, CPA, CRTP
Update
3:30 PM - 5:10 PM

When One Entity Just Won't Do (continued)

KellyBender
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Advanced level
4:40 PM - 5:30 PM

To be announced

4:40 PM - 5:30 PM

To be announced

4:40 PM - 5:30 PM

To be announced

Day 3 - Wednesday, July 15

8:15 AM - 9:15 AM

To be announced

9:30 AM - 10:20 AM | Concurrent sessions

9:30 AM - 10:20 AM

IRS LB&I Enforcement Trends and Targeted Campaigns

HelenCooper_80x80
Helen Cooper, JD, CPA
1 CPE for AFSP, EA, CPA, CRTP
Advanced level
9:30 AM - 10:20 AM

From Register to Return

KellyBender
Kelly Bender, EA
1 CPE for AFSP, EA, CPA, CRTP
Overview
9:30 AM - 10:20 AM

Real Estate Tax Strategies

JacobHanes
Jacob Hanes, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
9:30 AM - 10:20 AM

To be announced

9:30 AM - 10:20 AM

To be announced

9:30 AM - 10:20 AM

To be announced

11:15 AM - 12:05 PM | Concurrent sessions

11:15 AM - 12:05 PM

From Burnout to Balance

marquitamiller-joshua
Marquita Miller-Joshua, EA, CSP
1 CPE for CPA
Overview
11:15 AM - 12:05 PM

Making the Leap from Schedule C to S-Corp

RajPrashad
Raj Prashad, CFP®, EA, ChFC
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
11:15 AM - 12:05 PM

Influencer Tax Strategies and Audit Risks

MaritBurmood
Marit Burmood, EA, CPA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Overview
11:15 AM - 12:05 PM

10 Essential Tax Problem Solving Tips

Jim Buttonow, CPA, CITP, AATPR
Jim Buttonow, CPA, CITP, AATPR
1 CPE for AFSP, EA, CPA, CRTP
Intermediate level
11:15 AM - 12:05 PM

To be announced

12:05 PM - 1:35 PM

Lunch provided

1:35 PM - 3:15 PM | Concurrent sessions

1:35 PM - 3:15 PM

A Tax Professional's Guide to Trump Accounts

A.J. Reynolds, EA
A.J. Reynolds, EA
1 CPE for AFSP, EA, CFP®, CPA, CRTP
Update
1:35 PM - 3:15 PM

How to Onboard the Non-Compliant Taxpayer

Marc Dombrowski, EA
Marc Dombrowski, EA
2 CPE for AFSP, EA, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

The Real Story of Buying or Selling a Tax Practice

Jared Foos, EA
Jared Foos, EA
Kathryn Keane, EA
Kathryn Keane, EA
2 CPE for CPA
Intermediate level
1:35 PM - 3:15 PM

Tax on the Exit

Kelly Bender, EA
Kelly Bender, EA
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Intermediate level
1:35 PM - 3:15 PM

Cybersecurity Best Practices for Tax Professionals

Josh Youngblood, EA, CTRS, CRETS, NTPI
Josh Youngblood, EA, CTRS, CRETS, NTPI
2 CPE for AFSP, EA, CFP®, CPA, CRTP
Basic
3:30 PM - 4:30 PM

To be announced

Don’t miss out on rock-solid learning!